Abbot Financial Management, Inc. ETF holdings
Andover, MA
Reported $72.1M in 44 ETFs in its Form 13F for June 30, 2026.
ETF value
$72.1M
ETFs held
44
Change from prior quarter
+17.5%
With price moves
ETFs as a share of its 13F
26.5%
of $272.0M
Top 10 of 44 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VUG | Vanguard Morningstar Growth ETF | $8.9M | 103,627 | +86,330 shares |
| XLK | State Street Technology Select Sector SPDR ETF | $7.3M | 38,315 | −110 shares |
| VIG | Vanguard Dividend Appreciation ETF | $5.1M | 21,517 | −52 shares |
| CIBR | First Trust NASDAQ Cybersecurity ETF | $4.6M | 50,823 | +6,978 shares |
| XLF | State Street Financial Select Sector SPDR ETF | $4.3M | 79,315 | +13 shares |
| VO | Vanguard Morningstar Mid-Cap ETF | $3.0M | 36,768 | +27,576 shares |
| IWM | iShares Russell 2000 ETF | $2.8M | 9,319 | No change |
| LMBS | First Trust Low Duration Opportunities ETF | $2.7M | 53,440 | −591 shares |
| RSPT | Invesco S&P 500 Equal Weight Technology ETF | $2.4M | 37,944 | −584 shares |
| XLI | State Street Industrial Select Sector SPDR ETF | $2.3M | 12,253 | +121 shares |
34 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001714341. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Abbot Financial Management, Inc. own?
Abbot Financial Management, Inc. reported 44 ETF positions worth $72.1M in its Form 13F for June 30, 2026. The largest was VUG, at $8.9M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.